
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, April 13, 2012
Gold Holding Up / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
Under the circumstances, spot gold is holding up very well amdist a stronger USD and declining equity and commodity markets. Yes, it is a risk-off day, but so far gold has preserved its dominant near-term support lines and levels, which suggests that any lull or reversal in the selling pressure, should work to the advantage of the relative technical "health" of gold.
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Friday, April 13, 2012
Gold Stocks Are Turning Up / Commodities / Gold & Silver Stocks
By: Michael_Swanson
 Something funny is happening in the mining  stock world.  Gold and gold stocks have  been in a correction since last September and it has gone on for so long that  many people are giving up on them just as it appears that this correction may  be coming to an end.
Something funny is happening in the mining  stock world.  Gold and gold stocks have  been in a correction since last September and it has gone on for so long that  many people are giving up on them just as it appears that this correction may  be coming to an end.Just a few days ago the well respected commentator Dennis Gartman declared on CNBC that the gold bear market that began ten years ago is over. His reasoning - the recent FOMC minutes release proves that “the game has changed.”
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Friday, April 13, 2012
Gold Escapes Bearish Channel and Heads for Weekly Gain / Commodities / Gold and Silver 2012
By: Ben_Traynor
 U.S. DOLLAR prices to buy gold traded sideways just below $1680 an ounce  during Friday morning's London session – back up at levels last seen ten days  ago – while stock markets and industrial commodity prices edged lower and  government bonds gained.
U.S. DOLLAR prices to buy gold traded sideways just below $1680 an ounce  during Friday morning's London session – back up at levels last seen ten days  ago – while stock markets and industrial commodity prices edged lower and  government bonds gained.
A day earlier, gold prices jumped 1.6% during US trading – holding onto most of those gains during Friday's Asian session despite the release of lower-than-expected Chinese growth figures.
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Friday, April 13, 2012
Natural Gas Companies: A Contrarian Bet on Higher Prices / Commodities / Natural Gas
By: Money_Morning
 Diane Alter writes: 
  The decline in natural gas stocks has been anything but natural lately.
Diane Alter writes: 
  The decline in natural gas stocks has been anything but natural lately. 
With ample stores and cheap prices, natural gas-related equities have taken a beating and continue to be battered.
While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data.
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Friday, April 13, 2012
Gold To Repeat 2011 April, May Gains in 2012? / Commodities / Gold and Silver 2012
By: GoldCore
 Gold’s London AM fix this morning was USD 1,670.50, EUR 1,269.86, and GBP 1,048.91 per ounce. Yesterday's AM fix was USD 1,655.50, EUR 1,261.33 and GBP 1,039.04 per ounce.
Gold’s London AM fix this morning was USD 1,670.50, EUR 1,269.86, and GBP 1,048.91 per ounce. Yesterday's AM fix was USD 1,655.50, EUR 1,261.33 and GBP 1,039.04 per ounce.
Silver is trading at $32.39/oz, €24.53/oz and £20.27/oz. Platinum is trading at $1,597.50/oz, palladium at $644/oz and rhodium at $1,350/oz.
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Friday, April 13, 2012
Gold Under Extreme Pressure to Rise, the Golden Eye of the Debt Hurricane / Commodities / Gold and Silver 2012
By: Jim_Willie_CB
 What an  incredibly complex confusing and treacherous month. It can be safely said that  80% of the activity is almost totally kept from the public. The financial  system is breaking in an accelerated fashion. Compare to some grisly horror  movie where a man is strapped in a chair. The more he moves, the tighter the  bindings pull on his gasping throat and pressed nether stones. The most  significant two factors at work are the Iran  sanctions and their powerful backfire, and the futile efforts in Europe to stem the banking center collapse. The  anti-USDollar federation that spans widely across the globe is gathering strong  momentum. Financial aggression is being met by financial alternative  development.
What an  incredibly complex confusing and treacherous month. It can be safely said that  80% of the activity is almost totally kept from the public. The financial  system is breaking in an accelerated fashion. Compare to some grisly horror  movie where a man is strapped in a chair. The more he moves, the tighter the  bindings pull on his gasping throat and pressed nether stones. The most  significant two factors at work are the Iran  sanctions and their powerful backfire, and the futile efforts in Europe to stem the banking center collapse. The  anti-USDollar federation that spans widely across the globe is gathering strong  momentum. Financial aggression is being met by financial alternative  development. 
Friday, April 13, 2012
Brazil's Biofuel Boom / Commodities / Gold and Silver 2012
By: The_Energy_Report
 Believe it or not, industry experts  see biofuels accounting for up to 25% of global energy consumption by 2050.  With this long-term vision in mind, Mark McHugh, president and CEO of  consultancy firm CenAm Energy Partners SA, assesses the current biofuel  industry from his base in Brazil, the seat of the growing industry. In this  exclusive interview with The Energy Report,  McHugh explains why specialized energy feedstocks are the solution to current  technological and political growth constraints, predicting that biofuel  investment returns may rival historic fossil fuel profit ratios.
Believe it or not, industry experts  see biofuels accounting for up to 25% of global energy consumption by 2050.  With this long-term vision in mind, Mark McHugh, president and CEO of  consultancy firm CenAm Energy Partners SA, assesses the current biofuel  industry from his base in Brazil, the seat of the growing industry. In this  exclusive interview with The Energy Report,  McHugh explains why specialized energy feedstocks are the solution to current  technological and political growth constraints, predicting that biofuel  investment returns may rival historic fossil fuel profit ratios. 
Friday, April 13, 2012
Soybeans: The New Corn / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
 Markets are intriguing due to their constantly changing character. New leadership constantly evolves. In equity markets, that tendency is always pushed to an extreme. A maker of electronic toys is today considered the most valuable company. Nonsensical forecasts of a $1,000 share price have even appeared. A company involved in the social networking fad is praised for a billion-dollar acquisition of a company with no revenues, making the internet bubble look like value investing.
Markets are intriguing due to their constantly changing character. New leadership constantly evolves. In equity markets, that tendency is always pushed to an extreme. A maker of electronic toys is today considered the most valuable company. Nonsensical forecasts of a $1,000 share price have even appeared. A company involved in the social networking fad is praised for a billion-dollar acquisition of a company with no revenues, making the internet bubble look like value investing.
Thursday, April 12, 2012
Gold Miners on the Move / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
Apart from what we discussed about the relationship of the Market Vectors Junior Gold Miners ETF (GDXJ) and the SPDR S&P 500 (SPY) on Tuesday evening, what is interesting today is that the heretofore (and more often than not) inverse relationship between the GDXJ and the SPY has morphed into a direct relationship.
That is to say, both the SPY and the GDXJ are climbing today, although, more to the point, the former is up about 1%, while the latter is up 4.4% so far today.
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Thursday, April 12, 2012
Useless Gold Overtakes Platinum / Commodities / Gold and Silver 2012
By: Adrian_Ash
 It's more than  "interesting" that platinum prices are lagging gold...
It's more than  "interesting" that platinum prices are lagging gold...
GOLD has risen nicely since the meltdown following Lehmans' collapse, with the gold price in Dollars rising 130%. Until last summer, however, platinum had done better still.
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Thursday, April 12, 2012
Why High Oil Prices Even at $200 Won't Cause a Recession / Commodities / Crude Oil
By: Money_Morning
 Martin Hutchinson writes: 
Last Friday's weak unemployment numbers, with only 120,000 jobs created, brought renewed wails that high oil prices were causing a recession.
Martin Hutchinson writes: 
Last Friday's weak unemployment numbers, with only 120,000 jobs created, brought renewed wails that high oil prices were causing a recession. 
Having heard this refrain so many times, I thought I'd dig a little deeper.
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Thursday, April 12, 2012
Vietnam goes nuclear on Gold / Commodities / Gold and Silver 2012
By: Jan_Skoyles
 Vietnam is frequently cited as an example of somewhere which acknowledges   gold’s role as money; it is a medium of exchange and is used as such every day.   Houses come with two prices in Vietnam; the price in dong and the price in gold   – gold is most often the favoured form of payment (Thiers’ law in effect).
Vietnam is frequently cited as an example of somewhere which acknowledges   gold’s role as money; it is a medium of exchange and is used as such every day.   Houses come with two prices in Vietnam; the price in dong and the price in gold   – gold is most often the favoured form of payment (Thiers’ law in effect).
Thursday, April 12, 2012
Crude Oil and Natural Gas Ratio Explodes to 52:1 / Commodities / Crude Oil
By: EconMatters
 The ink on our last article is barely dry when its dire prediction actually   came true 48 hours later--natural gas price dropping below $2, a level not seen   in over a decade.  Henry Hub natural gas front month futures declined to $1.982   per 1,000 cubic feet (mcf) on Wed. April 11, its lowest level since January 28,   2002, when the price hit $1.91.  Meanwhile, WTI crude oil rose by $1.68 to   finish at $102.70 per barrel; Brent rude increased by 30 cents to finish at   $120.18.
The ink on our last article is barely dry when its dire prediction actually   came true 48 hours later--natural gas price dropping below $2, a level not seen   in over a decade.  Henry Hub natural gas front month futures declined to $1.982   per 1,000 cubic feet (mcf) on Wed. April 11, its lowest level since January 28,   2002, when the price hit $1.91.  Meanwhile, WTI crude oil rose by $1.68 to   finish at $102.70 per barrel; Brent rude increased by 30 cents to finish at   $120.18.
Thursday, April 12, 2012
Cameco Uranium Miner Worth Another Look / Commodities / Uranium
By: Bob_Kirtley
Cameco Corporation (CCJ) is one of the world’s largest uranium  producers. It is also the world’s largest publicly traded uranium company. Cameco  operates several mines across North America and one in Kazakhstan. 
  
Twelve months on, the fallout from the Fukushima disaster (nuclear and  financial) has subsided and the uranium sector has started to see some positive  signs once again. The number of reactors globally is expected to increase in  coming years, and Japan is even seriously considering reopening some if not all  of its reactors.
Thursday, April 12, 2012
Gold Stocks Gaining Credibility / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 While gold equities continue to  trail the gold price, junior stocks are gaining traction according to Doug  Groh, co-portfolio manager and senior analyst with Tocqueville Asset  Management. He believes investors should not let the market's risk aversion  keep them out of a stock picker's market. The trick, Groh reveals in this  exclusive Gold Report interview, is to pick managements, not jurisdictions.
While gold equities continue to  trail the gold price, junior stocks are gaining traction according to Doug  Groh, co-portfolio manager and senior analyst with Tocqueville Asset  Management. He believes investors should not let the market's risk aversion  keep them out of a stock picker's market. The trick, Groh reveals in this  exclusive Gold Report interview, is to pick managements, not jurisdictions. 
Companies Mentioned: Abzu Gold Ltd. - ATAC Resources Ltd. - Bear Creek Mining Corp. - Detour Gold Corp. - Gold Resource Corporation - Osisko Mining Corp. - Randgold Resources Ltd.
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Thursday, April 12, 2012
How Serious are China and India About Their Gold? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Despite the Dow Jones Industrial Average and the S&P 500 suffering their worst day of the year on Tuesday, precious metals were able to decouple and climb higher. Gold futures for June delivery increased almost $17 to settle at $1,660, while silver gained 16 cents to close at $31.68. Although gold prices declined in March and had the media buzzing once again about a possible bubble, the world continues to be more interested in precious metals than ever before.
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Wednesday, April 11, 2012
Copper Projects Push Forward in Prolific Walker Lane Belt / Commodities / Metals & Mining
By: Chris_Devauld
 Perhaps best known as the fault zone that could replace the San Andreas plate   boundary if California slips into the Pacific, the Walker Lane Belt also hosts a   whole lot of copper. Aligned with the California / Nevada border, the Walker   Lane descends across the two states, incorporating the famed Death Valley along   with myriad geological features that have attracted scores of miners.
Perhaps best known as the fault zone that could replace the San Andreas plate   boundary if California slips into the Pacific, the Walker Lane Belt also hosts a   whole lot of copper. Aligned with the California / Nevada border, the Walker   Lane descends across the two states, incorporating the famed Death Valley along   with myriad geological features that have attracted scores of miners.
Wednesday, April 11, 2012
Gold Steady as Italy and Spain Face Higher Borrowing Costs / Commodities / Gold and Silver 2012
By: Ben_Traynor
 DOLLAR prices to buy gold hovered at just under $1660 an ounce during  most of Wednesday morning's London trading – up around 1.5% for the week so far  – as European stock markets recovered some ground following yesterday's losses,  commodities were broadly flat and government bond prices fell.
DOLLAR prices to buy gold hovered at just under $1660 an ounce during  most of Wednesday morning's London trading – up around 1.5% for the week so far  – as European stock markets recovered some ground following yesterday's losses,  commodities were broadly flat and government bond prices fell.
Gold prices rallied in yesterday's US trading, hitting a high of $1663 per ounce.
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Wednesday, April 11, 2012
Chinese Gold Imports From Hong Kong Rise Nearly 13 Fold, PBOC Likely Buying Dip Again / Commodities / Gold and Silver 2012
By: GoldCore
 Gold’s London AM fix this morning was USD 1,654.00, EUR 1,261.63, and GBP 1,040.25 per ounce. Yesterday's AM fix was USD 1,643.75, EUR 1,255.92 and GBP 1,037.72 per ounce.
Gold’s London AM fix this morning was USD 1,654.00, EUR 1,261.63, and GBP 1,040.25 per ounce. Yesterday's AM fix was USD 1,643.75, EUR 1,255.92 and GBP 1,037.72 per ounce.
Silver is trading at $31.66/oz, €24.08/oz and £19.87/oz. Platinum is trading at $1,591.50/oz, palladium at $636.30/oz and rhodium at $1,350/oz.
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Wednesday, April 11, 2012
The Keystone Oil Pipeline Fallout: Canada Makes Over a Billion New Friends / Commodities / Crude Oil
By: Money_Morning
 James Baldwin writes:  "If you do not change direction, you may end up where you are heading." Lao Tzu
James Baldwin writes:  "If you do not change direction, you may end up where you are heading." Lao Tzu
You can forget about energy independence for now.
Without Canadian oil it is nothing but the latest American pipe dream.
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